By Simply Wall St
Publication Date: 2026-10-15 14:30:00
International Business Machines (IBM) just announced a research tie up with Siemens focused on IBM’s nanostack transistor architecture, a three dimensional chip design that targets performance and power efficiency beyond the current 7 angstrom node.
Investors have backed a big pivot toward hybrid cloud, AI and now advanced semiconductor research, yet the share price has slipped about 8.5% over the past month and is down roughly 21.8% year to date. At the same time, the 5 year total shareholder return of about 103.6% still paints a very different long run picture of International Business Machines’ ability to create value.
Scan how other AI and chip-focused players are setting up for their next move by reviewing the hand picked 92 AI infrastructure stocks alongside International Business Machines.
After that sharp year to date slide, investors in International Business Machines are weighing a fresh entry point against the risk that most of the easy money already came and went….
